Archive for March 11th, 2009


11
Mar

Wednesday – Thank You Sir May I Have Another?!

 Nice day yesterday although the energy sectors were pretty much tapped out after the first hour as investors sought the perceived easy gains to be had in the banker sector. The willingness to chase the black box, unknown risk and potentially valueless financial names never ceases to amaze.   In Today’s Post: Holdings Watch Commodity […]


11
Mar

PQ – Model and March 2009 Comments

  PQ Fast Look: I took some PQ common shares yesterday at just over a buck as described in the Holdings Watch section below. The following is my quick model with assumptions which I find to be pretty conservative: The main things I think about when looking at the model vs their plans: they have […]

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